BOLTHOUSE INVESTMENTS, LLC
Legal name: BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
CRD #148531 SEC #801-73757 BAKERSFIELD, CA 661-326-6357
SEC Registered Private Funds
Total AUM
$544.8M
Discretionary
$496.9M
Employees
9
Clients
0
Accounts
269
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $544.8M | $496.9M | $48M | 9 | 0 |
| Mar 2025 | $544.8M | $496.9M | $48M | 9 | 0 |
| Jul 2024 | $422.9M | $418.1M | $4.7M | 11 | 0 |
| May 2024 | $422.9M | $418.1M | $4.7M | 11 | 0 |
| May 2024 | $422.9M | $418.1M | $4.7M | 11 | 0 |
| Mar 2024 | $422.9M | $418.1M | $4.7M | 11 | 0 |
| Sep 2023 | $353.4M | $348.4M | $5M | 11 | 0 |
| Mar 2023 | $353.4M | $348.4M | $5M | 11 | 0 |
| Oct 2022 | $432.2M | $425.5M | $6.6M | 9 | 0 |
| Mar 2022 | $432.2M | $425.5M | $6.6M | 9 | 0 |
| Oct 2021 | $422.2M | $414.9M | $7.3M | 9 | 0 |
| Mar 2021 | $422.2M | $414.9M | $7.3M | 9 | 0 |
| Jun 2020 | $390.9M | $384.3M | $6.6M | 9 | 0 |
| Mar 2020 | $390.9M | $384.3M | $6.6M | 9 | 0 |
| Nov 2019 | $360.8M | $354.2M | $6.6M | 8 | 0 |
| Mar 2019 | $360.8M | $354.2M | $6.6M | 8 | 0 |
| Mar 2018 | $375.5M | $366.5M | $9M | 9 | 0 |
| Sep 2017 | $369.5M | $313.9M | $55.6M | 9 | 26 |
| Mar 2017 | $372M | $321M | $51M | 9 | 26 |
| Jan 2017 | $381.3M | $333.5M | $47.8M | 9 | 26 |
| Apr 2016 | $381.3M | $333.5M | $47.8M | 9 | 26 |
| Mar 2016 | $381.3M | $333.5M | $47.8M | 9 | 26 |
| Mar 2015 | $403.6M | $357.4M | $46.2M | 9 | 11 |
| Mar 2014 | $410.8M | $336.8M | $74M | 8 | 11 |
| Apr 2013 | $393.5M | $340.8M | $52.7M | 8 | 26 |
| Mar 2013 | $393.3M | $340.6M | $52.7M | 8 | 26 |
| Feb 2012 | $432M | $339.9M | $92.1M | -- | 26 |
| Feb 2012 | $432M | $339.9M | $92.1M | -- | 26 |
DateApr 2025
Total AUM$544.8M
Discretionary$496.9M
Non-Disc.$48M
Employees9
Clients0
DateMar 2025
Total AUM$544.8M
Discretionary$496.9M
Non-Disc.$48M
Employees9
Clients0
DateJul 2024
Total AUM$422.9M
Discretionary$418.1M
Non-Disc.$4.7M
Employees11
Clients0
DateMay 2024
Total AUM$422.9M
Discretionary$418.1M
Non-Disc.$4.7M
Employees11
Clients0
DateMay 2024
Total AUM$422.9M
Discretionary$418.1M
Non-Disc.$4.7M
Employees11
Clients0
DateMar 2024
Total AUM$422.9M
Discretionary$418.1M
Non-Disc.$4.7M
Employees11
Clients0
DateSep 2023
Total AUM$353.4M
Discretionary$348.4M
Non-Disc.$5M
Employees11
Clients0
DateMar 2023
Total AUM$353.4M
Discretionary$348.4M
Non-Disc.$5M
Employees11
Clients0
DateOct 2022
Total AUM$432.2M
Discretionary$425.5M
Non-Disc.$6.6M
Employees9
Clients0
DateMar 2022
Total AUM$432.2M
Discretionary$425.5M
Non-Disc.$6.6M
Employees9
Clients0
DateOct 2021
Total AUM$422.2M
Discretionary$414.9M
Non-Disc.$7.3M
Employees9
Clients0
DateMar 2021
Total AUM$422.2M
Discretionary$414.9M
Non-Disc.$7.3M
Employees9
Clients0
DateJun 2020
Total AUM$390.9M
Discretionary$384.3M
Non-Disc.$6.6M
Employees9
Clients0
DateMar 2020
Total AUM$390.9M
Discretionary$384.3M
Non-Disc.$6.6M
Employees9
Clients0
DateNov 2019
Total AUM$360.8M
Discretionary$354.2M
Non-Disc.$6.6M
Employees8
Clients0
DateMar 2019
Total AUM$360.8M
Discretionary$354.2M
Non-Disc.$6.6M
Employees8
Clients0
DateMar 2018
Total AUM$375.5M
Discretionary$366.5M
Non-Disc.$9M
Employees9
Clients0
DateSep 2017
Total AUM$369.5M
Discretionary$313.9M
Non-Disc.$55.6M
Employees9
Clients26
DateMar 2017
Total AUM$372M
Discretionary$321M
Non-Disc.$51M
Employees9
Clients26
DateJan 2017
Total AUM$381.3M
Discretionary$333.5M
Non-Disc.$47.8M
Employees9
Clients26
DateApr 2016
Total AUM$381.3M
Discretionary$333.5M
Non-Disc.$47.8M
Employees9
Clients26
DateMar 2016
Total AUM$381.3M
Discretionary$333.5M
Non-Disc.$47.8M
Employees9
Clients26
DateMar 2015
Total AUM$403.6M
Discretionary$357.4M
Non-Disc.$46.2M
Employees9
Clients11
DateMar 2014
Total AUM$410.8M
Discretionary$336.8M
Non-Disc.$74M
Employees8
Clients11
DateApr 2013
Total AUM$393.5M
Discretionary$340.8M
Non-Disc.$52.7M
Employees8
Clients26
DateMar 2013
Total AUM$393.3M
Discretionary$340.6M
Non-Disc.$52.7M
Employees8
Clients26
DateFeb 2012
Total AUM$432M
Discretionary$339.9M
Non-Disc.$92.1M
Employees--
Clients26
DateFeb 2012
Total AUM$432M
Discretionary$339.9M
Non-Disc.$92.1M
Employees--
Clients26